**Responsibilities**:- Support the sales team to sell products to the existing base through portfolio analysis of existing insurance and investment holdings, needs analysis, and customer risk profile.
- Disseminate information on industry, financial markets and competition products and analyze the same for a meaningful sales engagement.
- Drawing up the training roadmap for the individual relationship manager and ensuring successful completion of training certification on regulatory and knowledge, attitude, skills and habits.
- Ensuring the customer engagement by organizing meets and speaking about product offering to build awareness in those meets.
- Joint sales drills with relationship managers to facilitate customers buy the right iproduct.
- Build the knowledge level of Branch Managers.
- Be the compliance gatekeeper in the region/branch for adherence to regulatory guidelines.
- Be extremely vigilant for potential sales complaints, free look cancellations, surrender ratios, lapse rates and sales complaints.




- Highlight potential financial, regulatory and credit risk to the franchise.
**Qualifications**:- 2-5 yeas financial sales experience preferred**Education**:- Bachelor's/University degree or equivalent experienceEjecutivo enfocado en ventas nominaActitud de ServicioPerfil de Banca Empresarial, Gobierno Pyme y PriorityNegociaciónCubre todos los municipios de la División Sur, Puebla, Tlaxcala, Guerrero y Oaxaca y todos los municipios de cada estado.Se cuenta con cartera de clientes**Job Family Group**:Consumer Sales- **Job Family**:Consumer Product Sales- **Time Type**:Full time- **Most Relevant Skills**Please see the requirements listed above.
- **Other Relevant Skills**For complementary skills, please see above and/or contact the recruiter.
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📌 Banamex - Ejecutivo De Ventas NominaPuebla (Heroica Puebla de Zaragoza)
🏢 Citi
📍 Heroica Puebla de Zaragoza